Richard Toft
Wealth Strategist at Northern Trust | Advisor to founders, business owners and executives. Providing clarity and purpose to complex wealth decisions.
- Role
- Senior Vice President, Wealth Strategist at Northern Trust
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Richard Toft
Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. We are recognized for innovative technology, service excellence and depth of expertise across all aspects of nancial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more.
Experience
Senior Vice President, Wealth Strategist
Dec 2023 — Present · San Francisco, CA, US
Education
Vassar College
BA, Economics
2007 — 2011
Skills
- Microsoft Excel
- Credit
- Financial Modeling
- Strategy
- Banking
- Relationship Management
- Corporate Finance
- Credit Analysis
- Excel
- Commercial Banking
- Financial Analysis
- Accounting
- Portfolio Management
- Loans
- Finance
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